Morgan Stanley
SCHJ icon

Morgan Stanley’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Morgan Stanley’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$531K Buy
21,529
+20,036
+1,342% +$494K ﹤0.01% 5525
2026
Q1 		$36.9K Buy
1,493
+10
+0.7% +$249 ﹤0.01% 6529
2025
Q4 		$36.9K Sell
1,483
-5,178
-78% -$129K ﹤0.01% 6523
2025
Q3 		$166K Sell
6,661
-6,943
-51% -$172K ﹤0.01% 5958
2025
Q2 		$338K Buy
13,604
+6,444
+90% +$158K ﹤0.01% 5639
2025
Q1 		$176K Sell
7,160
-360
-5% -$8.82K ﹤0.01% 5783
2024
Q4 		$183K Buy
7,520
+126
+2% +$3.09K ﹤0.01% 5821
2024
Q3 		$183K Buy
7,394
+7,392
+369,600% +$181K ﹤0.01% 5780
2024
Q2 		$83 Hold
2
– – ﹤0.01% 7389
2024
Q1 		$72 Sell
2
-24,222
-100% -$584K ﹤0.01% 7409
2023
Q4 		$586K Buy
24,224
+24,070
+15,630% +$570K ﹤0.01% 5554
2023
Q3 		$3.62K Sell
154
-2
-1% -$47 ﹤0.01% 6989
2023
Q2 		$3.69K Sell
156
-330
-68% -$7.83K ﹤0.01% 7048
2023
Q1 		$11.6K Sell
486
-112
-19% -$2.65K ﹤0.01% 6833
2022
Q4 		$14K Hold
598
– – ﹤0.01% 6818
2022
Q3 		$14K Sell
598
-196
-25% -$4.65K ﹤0.01% 6958
2022
Q2 		$19K Sell
794
-492
-38% -$11.8K ﹤0.01% 7008
2022
Q1 		$31K Hold
1,286
– – ﹤0.01% 6945
2021
Q4 		$33K Buy
1,286
+444
+53% +$11.3K ﹤0.01% 7000
2021
Q3 		$21K Hold
842
– – ﹤0.01% 7081
2021
Q2 		$22K Buy
842
+688
+447% +$17.6K ﹤0.01% 6973
2021
Q1 		$4K Hold
154
– – ﹤0.01% 7158
2020
Q4 		$4K Hold
154
– – ﹤0.01% 6811
2020
Q3 		$4K Buy
+154
New +$3.97K ﹤0.01% 6478

Other funds holding SCHJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIC
Hamrick Investment Counsel Seattle, Washington $151M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Morgan Stanley's SCHJ Position: Q2 2026 in Review

Morgan Stanley increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1,342% in Q2 2026, buying an estimated $494K and bringing the position to 21,529 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #5525.

Morgan Stanley first reported a position in SCHJ in Q3 2020 and has held it in 24 quarters since. The position peaked at $586K in Q4 2023. 153 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

  • Morgan Stanley held 21,529 shares of Schwab 1-5 Year Corporate Bond ETF worth $531K as of Q2 2026.
  • Morgan Stanley bought 20,036 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $494K.
  • Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5525 holding.
  • Morgan Stanley first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's Schwab 1-5 Year Corporate Bond ETF position peaked at $586K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.